Is it possible to import quick bill invoices or non-contract invoices?

I have been able to find the import layout for AR Invoice Import but it looks as if this is using contract based type billing for the imports.  Is there anyway to import an invoice as a quick bill with standard items on it?

  • Hi Curtis,

    For jobs set up as Quick Bill, you should be able to leave the Contract fields blank in the import file and import the invoices. You would need to have a space for them in the file, but you don't have to populate it.

    Using the default template, it would look something like this:

    I,TC,,DRAW 1,12345,06302019,1000.00,100.00,,,073119

    D,1,,03-002,,,MET,MET,2,,1000.00,100.00,06302019,21-1201,21-4001

    Hope this helps!